Chad Erwin Email & Phone Number

Chicago, Il, Us

Chicago, Il, Us

Innovative Fintech company sold to Ion Analytics in 2021 - offering a comprehensive platform of solutions for both asset managers and asset owners. Products include software for portfolio and research management, due diligence, capital raising, accounting, as well as a complete CRM platform, representing over $10T in assets. -- Build and manage relationships with Investment Consultants, OCIOs, Banks/Institutions, Pensions, Endowments, Family Offices, and Fund of Funds. Utilize a consultative, relationship-based approach while consistently increasing revenue year over year.-- As a member of the Leadership Team, report directly to the CEO. Selected to lead the Strategic Client Group focused on deepening relationships with the firm’s top 30 key clients and prospects. Extensive collaboration and strategy sessions with Product, Sales, Professional Services, Marketing, IT, Client Care and Relationship Management.-- Utilize the MEDDPICC sales methodology, significantly increasing the Asset Owner/Allocator business segment consistently growing at 15% Compound Annual Growth Rate (CAGR) and accounting for 60% of the firm’s revenue. Directly involved with new business presentations to C-level executives, key decision makers and product owners. -- Directly involved in closing 9 of the top 10 and 14 of the top 20 largest wins, representing 83% of the Annual Subscription Fee (ASF). Throughout five-year tenure with the firm, responsible for generating 65% of overall ASF growth within the Asset Owner space

Provided consulting services to pension funds, ultra-high net worth family offices and asset managers to create and enhance the investment process and end product for generic and niche alternative investments. Identified investment opportunities while improving portfolio management and investment decisions through coordinated information flow, risk assessment, investment due diligence and technology.-- Mandates included portfolio investment analysis and risk analytics, full database design and implementation and investment process workflow coordination. Clients included TIAA, Performance Trust Investment Advisors, and MCP Alternative Asset Management. -- Created an investment partnership with co-founder of MCP Alternative Asset Management focusing on both liquid and illiquid investments in the agriculture space. -- Executive Advisor to Backstop Solutions Group and the CEO beginning in 2016.

Us

Global alternative asset manager providing customized hedge fund solutions including single strategy funds and globally diversified fund of funds to institutional clients located throughout Asia. -- Built global infrastructure and support for the expansion of the firm’s institutional business outside of Japan, while greatly enhancing the quality of information systems and processes supporting existing institutional clients. -- Established and led MCP’s due diligence function as its Global Head and acted as a key member of the team tasked with overseeing $6B in hedge fund assets.-- Researched and proposed strategic asset and manager allocations to the Investment Committee working directly with the Managing Partner of the U.S. office. Prepared and presented sample portfolios and strategy research to clients and prospective clients.-- Led advisory responsibilities and relationship management with senior leaders of existing and prospective clients. Conceived and presented investment and system related seminars in Tokyo. Authored and presented specific hedge fund strategies to the Korea Financial Investment Association (KOFIA).

Managed a $100M absolute return portfolio utilizing a concentrated blend of Relative Value, Event Driven, Fundamental Long/Short Equity, Credit, and Discretionary Strategies.-- Member of the Investment Committee responsible for all asset allocation and identification, analysis, evaluation, and monitoring of hedge fund managers.-- Designed and implemented a wide range of tools to analyze portfolio activity, including volatility mapping, style analysis, peer analysis, correlation studies, GARCH and bootstrap Monte Carlo simulations.-- Instituted policies and procedures for due diligence functions on invested and potential managers. Implemented and designed an internal system to track information, process, and workflow.

Key member of multi-billion dollar registered investment adviser that catered to high-net-worth family groups. Member of the investment policy committee tasked with tracking asset allocation and client activity. Selected to act as CFO/COO; promoted through levels of increasing responsibility because of operational acumen and financial savvy.--Succeeded in expanding assets under management by 33%; helped in achieving #1 ranking as “Best Wealth Manager” by Bloomberg® in 2006.--Extensive client interfacing and advisory responsibilities.--Created and managed a commingled and customizable fund of funds product offering, S4 Capital EPM Strategy LLC, with $150mm in assets under management. Product was designed with its focus on the higher moments of return.--Researched and developed software to assist with identifying common risk exposures and cost efficient manager replication portfolios. Maximized cost-efficient risk budgeting per active unit of alpha consumed.

Syndicated over $25 million in lease transactions to private investors for this financial lending entity for educational and government clients. Supervised collection and remittance processes for a $400 million investor portfolio. Managed a leveraged position for a $30 million line of credit. Instituted and handled all federal and state compliance policies and procedures, including business registration and reporting, for all 50 states.--Drove annual revenue growth by 11% through direct efforts to expand both vendors and the investor base, while increasing profitability by 896% through efficient and improved operational flow.--Initiated a custom version of Great Plains in conjunction with FRX Reporting to produce accurate and timely financial reports; Developed and implemented an enterprise software solution utilizing a SQL database to streamline business functions.--Introduced a credit review package that utilized liquidity, solvency, and coverage common-size ratios.

London, Gb

Mba, Analytic Finance & Econometrics

Bba, Accounting